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Morningstar

Amana Growth Investor AMAGX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 60.10  /  0.07 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.910%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.16%
  • Turnover 7%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis AMAGX

Will AMAGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMAGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AMAGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AMAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund is in good shape under its new lead manager.

Senior Analyst

Summary

| by David Kathman

Amana Growth continues to look good two years after its founding manager retired, and as an added bonus it has kept getting cheaper. The fund maintains a Morningstar Analyst Rating of Bronze for both share classes.

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